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Spire Wealth Management’s Brookdale Senior Living BKD Stock Holding History

Spire Wealth Management’s Portfolio BKD Stock Details BKD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-108
Closed -$738 – 2172
2024
Q2 		$738 Hold
108
– – ﹤0.01% 2154
2024
Q1 		$714 Hold
108
– – ﹤0.01% 2257
2023
Q4 		$625 Buy
+108
New +$507 ﹤0.01% 2336
2022
Q1 		– Sell
-214
Closed -$1K – 2546
2021
Q4 		$1K Sell
214
-2
-0.9% -$12 ﹤0.01% 2849
2021
Q3 		$1K Hold
216
– – ﹤0.01% 2518
2021
Q2 		$2K Sell
216
-106
-33% -$762 ﹤0.01% 2464
2021
Q1 		$2K Buy
+322
New +$1.73K ﹤0.01% 2827

Other funds holding BKD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return
RIM
Rush Island Management New York $1.51B AUM 8.12% 1-Year Est. Return

Spire Wealth Management's BKD Position: Q3 2024 in Review

Spire Wealth Management sold out of Brookdale Senior Living (BKD) in Q3 2024, closing a stake of 108 shares — an estimated $738 sold.

Spire Wealth Management first reported a position in BKD in Q1 2021 and held it in 7 quarters. The position peaked at $2K in Q2 2021. 196 funds tracked by Wall St. Rank hold BKD as of Q3 2024.

  • Spire Wealth Management reported no remaining Brookdale Senior Living position as of Q3 2024 after selling out during the quarter.
  • Spire Wealth Management sold 108 Brookdale Senior Living shares in Q3 2024, an estimated $738.
  • Spire Wealth Management first reported a position in Brookdale Senior Living in Q1 2021 and held it in 7 quarters.
  • Spire Wealth Management's Brookdale Senior Living position peaked at $2K in Q2 2021.
  • 196 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q3 2024.

Based on Spire Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.